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VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$10.2B
1-Year Est. Return
34.45%
This Fund
S&P 500
This Quarter
Est. Return
+15.09%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Cap. Flow
+$1.22B
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$91M |
| 2 |
NVIDIA
NVDA
|
+$68M |
| 3 |
Apple
AAPL
|
+$44M |
| 4 |
Amazon
AMZN
|
+$39.4M |
| 5 |
Broadcom
AVGO
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$2.83M |
| 3 |
Chevron
CVX
|
+$1.54M |
| 4 |
X
US Steel
X
|
+$1.1M |
| 5 |
iShares US Technology ETF
IYW
|
+$1.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.75% |
| 2 | Financials | 14.43% |
| 3 | Consumer Discretionary | 10.16% |
| 4 | Healthcare | 9.26% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Pliant Therapeutics
PLRX
$65.6M
| $41.2K | ﹤0.01% |
35,540
+19,320
| +119% | +$27.3K |
|
1852
ImmunityBio
IBRX
$7.8B
| $40.7K | ﹤0.01% |
15,431
+379
| +3% | +$1.02K |
|
1853
Butterfly Network
BFLY
$2.14B
| $39.7K | ﹤0.01% |
19,846
+171
| +0.9% | +$393 |
|
1854
Gevo
GEVO
$372M
| $38.5K | ﹤0.01% |
29,158
-1,260
| -4% | -$1.48K |
|
|
AKYA
1855
DELISTED
Akoya BioSciences
AKYA
| $38.3K | ﹤0.01% |
+29,440
| New | +$35.4K |
|
1856
Cabaletta Bio
CABA
$444M
| $37.9K | ﹤0.01% |
24,948
+5,569
| +29% | +$8.69K |
|
|
HIVE
1857
HIVE Digital Technologies
HIVE
$802M
| $37.6K | ﹤0.01% |
+20,916
| New | +$36.9K |
|
1858
E.W. Scripps
SSP
$259M
| $37K | ﹤0.01% |
12,579
-8,327
| -40% | -$20.1K |
|
1859
Ironwood Pharmaceuticals
IRWD
$614M
| $36.3K | ﹤0.01% |
+50,677
| New | +$39.8K |
|
1860
Opendoor
OPEN
$3.69B
| $36K | ﹤0.01% |
69,797
+21,767
| +45% | +$15.7K |
|
|
URG
1861
Ur-Energy
URG
$497M
| $35.6K | ﹤0.01% |
33,937
+8,879
| +35% | +$7.09K |
|
|
EU
1862
enCore Energy
EU
$219M
| $35.2K | ﹤0.01% |
+12,324
| New | +$22.2K |
|
|
GMEX
1863
GMEX Robotics
GMEX
$1.32M
| $34.2K | ﹤0.01% |
8
+4
| +100% | +$17.4K |
|
1864
SES AI
SES
$200M
| $33.8K | ﹤0.01% |
38,006
+21,934
| +136% | +$18.4K |
|
1865
Alto Neuroscience
ANRO
$1.11B
| $33K | ﹤0.01% |
+14,990
| New | +$35.7K |
|
1866
Douglas Elliman
DOUG
$155M
| $32.8K | ﹤0.01% |
14,116
+1,013
| +8% | +$2.16K |
|
1867
Heron Therapeutics
HRTX
$94.1M
| $32.5K | ﹤0.01% |
15,719
-40
| -0.3% | -$82 |
|
1868
Vuzix
VUZI
$194M
| $32.1K | ﹤0.01% |
+10,992
| New | +$25.9K |
|
1869
iQIYI
IQ
$1.24B
| $32.1K | ﹤0.01% |
18,122
-24,248
| -57% | -$43.6K |
|
1870
Metagenomi Therapeutics
MGX
$45.9M
| $31.8K | ﹤0.01% |
21,515
+7,458
| +53% | +$11.7K |
|
1871
Kopin
KOPN
$663M
| $31.8K | ﹤0.01% |
20,755
+2,298
| +12% | +$2.99K |
|
1872
AXT Inc
AXTI
$3.07B
| $30.6K | ﹤0.01% |
14,633
-3,518
| -19% | -$5.46K |
|
|
OPTU
1873
Optimum Communications Inc
OPTU
$290M
| $30.6K | ﹤0.01% |
14,280
+658
| +5% | +$1.54K |
|
1874
Rocket Pharmaceuticals
RCKT
$351M
| $30.3K | ﹤0.01% |
12,351
-7,433
| -38% | -$37.7K |
|
1875
Krispy Kreme
DNUT
$553M
| $30K | ﹤0.01% |
+10,294
| New | +$35.9K |
|
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Vanguard Personalized Indexing Management's Q2 2025 Portfolio in Review
As of Q2 2025, Vanguard Personalized Indexing Management held 2,054 positions worth $8.86B, up 31% from $6.78B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Vanguard Personalized Indexing Management deployed $1.22B of net new capital in Q2 2025, opening 215 new positions and adding to 1,370 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $2.83M trimmed.
- Vanguard Personalized Indexing Management's largest Q2 2025 buy was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.
- Vanguard Personalized Indexing Management added most to Microsoft in Q2 2025, an estimated $91M increase.
- Vanguard Personalized Indexing Management's biggest Q2 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $2.83M.
- Vanguard Personalized Indexing Management fully exited Discover Financial Services in Q2 2025, selling an estimated $6.47M.
- Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $8.86B portfolio in Q2 2025.
- Vanguard Personalized Indexing Management opened 215 new positions and closed 109 in Q2 2025.
- Vanguard Personalized Indexing Management's portfolio value rose 31% quarter-over-quarter to $8.86B.
Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.